2015-02-19T07:15:41-06:00 2014-06-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2013-07-01 042145258 THE CARROLL SCHOOL CARR 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 BRAD WATTS TREASURER 7812598342 2015-02-06 1 JOSEPH P GREENE P00632697 7813564800 2013 2016-02-25 16:41:14Z BRAD WATTS 25 BAKER BRIDGE ROAD LINCOLN MA 01773 20566418 0 X WWW.CARROLLSCHOOL.ORG X 1952 MA THE CARROLL SCHOOL IS DEDICATED TO MEETING THE EDUCATIONAL NEEDS OF CHILDREN DIAGNOSED WITH LANGUAGE BASED LEARNING DISABILITIES AND TO SUPPORTING THE CONSTITUENCIES THAT SERVE THEM. CARROLL SEEKS A CULTURALLY, ETHNICALLY, AND ECONOMICALLY DIVERSE POPULATION AND IS AN ACTIVE PUBLIC CHAMPION FOR PERSONS WITH LEARNING DISABILITIES. 27 25 314 125 0 0 1675832 1447194 16295135 17122914 346327 464316 124452 206699 18441746 19241123 1040557 1040369 0 0 13033477 13807603 0 0 610281 2930489 3165638 17004523 18013610 1437223 1227513 28830500 30045881 7005705 6813473 21824795 23232408 X THE CARROLL SCHOOL IS DEDICATED TO MEETING THE EDUCATIONAL NEEDS OF CHILDREN DIAGNOSED WITH LANGUAGE BASED LEARNING DISABILITIES AND TO SUPPORTING THE CONSTITUENCIES THAT SERVE THEM. CARROLL SEEKS A CULTURALLY, ETHNICALLY, AND ECONOMICALLY DIVERSE POPULATION AND IS AN ACTIVE PUBLIC CHAMPION FOR PERSONS WITH LEARNING DISABILITIES. 0 0 14091052 981675 16005166 DAY SCHOOL FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 400 STUDENTS. 667073 55194 788656 SUMMER PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 182 STUDENTS. 262228 3500 238290 AFTER SCHOOL PROGRAM FOR DYSLEXIC CHILDREN SERVING APPROXIMATELY 334 STUDENTS. 53144 70686 INSTITUTE FOR TEACHER AND PARENT TRAINING PROGRAMS TO DYSLEXIC CHILDREN. 142900 72631 CENTER FOR INNOVATIVE EDUCATION PROVIDES AN OUTREACH AND RESEARCH-AND-DEVELOPMENT ARM FOR THE SCHOOL. 212332 2200 CARROLL SCHOOL IS INVOLVED WITH RESEARCH STUDIES RELATED TO COGNITIVE DEVELOPMENT. CARROLL'S VISION IS THAT THESE RESEARCH PROJECTS WILL LEAD US TO THE MOST EFFECTIVE PROGRAMS TO HELP REMEDIATE THE DIFFICULTIES THAT DEFINE LANGUAGE-BASED LEARNING DISABILITIES, SUCH AS DYSLEXIA. WE ENVISION BRINGING COGNITIVE DEVELOPMENT ACTIVITIES TO THE LEVEL OF THE PROVEN TECHNIQUES THAT WE USE TO TEACH CHILDREN OT READ. 408376 145517 15428729 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 20 0 314 1 0 0 0 0 0 1 1 0 0 0 0 X 27 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X X MARY ELLEN FRECHETTE 7812598342 25 BAKER BRIDGE ROAD LINCOLN MA 01773 SAM FOSTER CHAIR 3.00 X X 0 0 0 LAURA REHNERT CO-VICE CHAIR 1.00 X X 0 0 0 MARY R LOEKEN PHD CLERK 1.00 X X 0 0 0 PETER F MURPHY TRUSTEE 1.00 X 0 0 0 BROOKE W ABLON TRUSTEE 1.00 X 0 0 0 JAMES M ALDEN TRUSTEE 1.00 X 0 0 0 MARY E DOLBEAR TRUSTEE 1.00 X 0 0 0 JENNIFER FULTON TRUSTEE 1.00 X 0 0 0 ROGER PATKIN TRUSTEE 1.00 X 0 0 0 MARY SULLIVAN TRUSTEE 1.00 X 0 0 0 RICHARD WATERS CO-VICE CHAIR 1.00 X X 0 0 0 KATHERINE CHAPMAN TRUSTEE 1.00 X 0 0 0 WILLIE YANDOW TRUSTEE 1.00 X 0 0 0 RICHARD CUMMINGS TRUSTEE 1.00 X 0 0 0 BRENT DELEHEY TRUSTEE 1.00 X 0 0 0 JOSHUA LEVY CO-VICE CHAIR 1.00 X X 0 0 0 JAMIE MANION TRUSTEE 1.00 X 0 0 0 DANIEL LYNCH MEMBER-AT-LARGE 1.00 X X 0 0 0 DEBBIE PILTCH TRUSTEE 1.00 X 0 0 0 DONNA STODDARD CO-VICE CHAIR 1.00 X X 0 0 0 BRAD WATTS TREASURER 1.00 X X 0 0 0 CHUCK BRIZIUS TRUSTEE 1.00 X 0 0 0 ANDREW GRAY TRUSTEE 1.00 X 0 0 0 GAD LIWERANT TRUSTEE 1.00 X 0 0 0 GWENN SNIDER TRUSTEE 1.00 X 0 0 0 WILLIAM THOMPSON TRUSTEE 1.00 X 0 0 0 MICHAEL COYNE TRUSTEE 1.00 X 0 0 0 STEVE WILKINS HEAD OF SCHOOL 35.00 X 260484 0 27465 MICHELLE GUERTIN CFO 35.00 X 146537 0 13960 407021 0 41425 2 0 1 0 COMPLETE INDUSTRIAL CLEANING 80 NEW SALEM STREET WAKEFIELD MA 01880 CLEANING SERVICES 168267 HORIZON SOLUTIONS LLC 2005 BRIGHTON HENRIETTA TOWN LINE R ROCHESTER NY 14623 PLUMBING AND HEATING CONTRACTOR 106104 2 79000 1368194 84705 1447194 TUITON AND FEES 611600 15961641 15961641 SUMMER PROGRAMS 611600 781186 781186 EXTENDED DAY PROGRAMS 611600 238290 238290 CENTER FOR INNOVATIVE LEARNING 611710 72631 72631 TEACHER TRAINING PROGRAMS 611430 69166 69166 17122914 53589 53589 1688745 1278018 410727 410727 410727 199261 79000 47277 151984 151984 OTHER INCOME 900099 54715 54715 54715 19241123 17177629 0 616300 1040369 1040369 480532 233033 247499 10688039 9483319 925432 279288 356996 312014 32111 12871 1482998 1309955 118200 54843 799038 699967 79867 19204 24049 24049 28663 28663 45650 45650 12546 12546 823084 780758 42326 37713 37261 452 743002 719456 23546 3000 3000 OTHER PROFESSIONAL FEES 608263 74124 300929 233210 PROGRAM SUPPLIES AND MA 405164 405164 PROGRAM SUPPORT 283606 277891 5715 TEMPORARY HELP 79988 7315 72673 70910 35557 30203 5150 18013610 15428729 1974600 610281 418277 516756 7371134 9322630 812141 224989 331602 187627 248024 301850 20004010 5835906 14338480 14168104 4921481 5234045 389361 89880 28830500 30045881 1569274 1570573 2851425 3177114 2585006 2065786 7005705 6813473 X 15380001 16912304 2230833 2106143 4213961 4213961 21824795 23232408 28830500 30045881 X 1227513 406036 -225936 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5078172 642443 291788 51217 5377610 4929226 51000 451618 296419 57253 5078172 5032989 25000 219990 298780 49973 4929226 4641013 1900 749569 309317 50176 5032989 4766714 46346 317697 441140 48604 4641013 0.79000 0.21000 0 0 5926862 5926862 11177005 3899810 7277195 2454658 1571362 883296 445485 364734 80751 14168104 X 18661683 406036 7616 413652 18248031 993092 993092 19241123 17254070 280829 280829 16973241 1040369 1040369 18013610 PART V, LINE 4: TO FURTHER ENHANCE THE EDUCATIONAL MISSION OF THE ORGANIZATION AND PROVIDE LONG TERM STABILITY. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN AND CONCLUDED THAT, AS OF JUNE 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST 7,616. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,040,369. FUNDRAISING EVENT EXPENSES -47,277. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 47,277. VALUATION LOSS 233,552. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,040,369. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 STATED IN ALL SCHOOL LITERATURE. SCHOOL PARTICIPATES IN ASSOCIATED INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE) ANNUAL PUBLIC REAFFIRMATION POLICY STATEMENT ON NON-DISCRIMINATION. SCHEDULE E, PART I, LINE 6 THE CARROLL SCHOOL OPERATES A PRIVATE DAY SCHOOL THAT IS APPROVED BY THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION AND, AS SUCH, RECEIVES FUNDING FROM VARIOUS CITIES AND TOWNS WITHIN MASSACHUSETTS. AUCTION 278261 79000 199261 47277 278261 79000 199261 47277 47277 151984 1 FINANCIAL AID 74 1040369 FAIR MARKET VALUE PART I, LINE 2: THE SCHOOL PROVIDES FINANCIAL AID TO STUDENTS BASED ON AN APPLICATION PROCESS. FINANCIAL AID NEED IS BASED UPON INCOME, ASSET, AND DEBT LEVELS OF EACH STUDENT'S FAMILY. A FINANCIAL AID COMMITTEE IS CHARGED WITH AWARDING THE GRANTS AND FOR THE OVERSIGHT OF THEM. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 STEVE WILKINS HEAD OF SCHOOL 260484 0 0 0 0 0 12750 0 14715 0 287949 0 0 0 MICHELLE GUERTIN CFO 146537 0 0 0 0 0 7375 0 6585 0 160497 0 0 0 PART I, LINE 1A AS A CONDITION OF EMPLOYMENT, THE HEAD OF SCHOOL IS REQUIRED TO BE AVAILABLE ON A TWENTY-FOUR HOUR BASIS. THE ORGANIZATION THEREFORE PROVIDES HOUSING TO THE HEAD OF SCHOOL THAT IS ADJACENT TO THE CARROLL SCHOOL'S PROPERTY. ANGELA WILKINS MOTHER OF THE HEAD OF SCHOOL 67462 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 SARAH WILKINS WIFE OF THE HEAD OF SCHOOL 73936 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 JENNIFER WILKINS DAUGHTER OF THE HEAD OF SCHOOL 45794 COMPENSATION PAID FOR BEING AN EMPLOYEE OF THE CARROLL SCHOOL 0 NICHOLAS WILKINS SON OF THE HEAD OF SCHOOL 43803 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 DANIEL LOEB HUSBAND OF DEBBIE PILTCH TRUSTEE 62848 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 MOLLY DELEHEY WIFE OF BRENT DELEHEY TRUSTEE 10471 COMPENSATION PAID FOR BEING AN EMPLOYEE OF CARROLL SCHOOL 0 X 11 84705 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF SMITH BARNEY-CITIGROUP TO SELL DONATED STOCK. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY THE SCHOOL'S AUDITORS AND IS REVIEWED BY MANAGEMENT AND THE SCHOOL'S FINANCE COMMITTEE. THE FINANCE COMMITTEE APPROVES THE FORM 990 BEFORE FILING. BOARD OF TRUSTEE MEMBERS ARE GIVEN AN OPPORTUNITY TO REQUEST A COPY OF THE FORM 990 AND TO REVIEW AND COMMENT ON THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY GIVING ALL BOARD OF TRUSTEES AND EMPLOYEES OF THE SCHOOL A COPY OF THE POLICY. BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SIGN THE POLICY ACKNOWLEDGEMENT FORM AND FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE HEAD OF SCHOOL, TOP MANAGEMENT OFFICIALS, AND OFFICERS IS DONE BY USING COMPARABILITY DATA BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES. PERFORMANCE IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WITH INPUT FROM SENIOR MANAGERS OF THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE CARROLL SCHOOL'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST 7,616. VALUATION LOSS -233,552. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGE FROM LAST FISCAL YEAR.